Client Advisor Assistant (KYC Specialist)

Your new company A big investment bank in Hong Kong is currently hiring for a KYC Specialist! This is a 6-months contract with high potential for renewal or conversion to perm! Your new role This role will be an integral part of a collaborative team working alongside Client Advisors, Client Account Managers, Compliances and Operations. You will play a key role in maintaining accurate client profiles and facilitating smooth KYC periodic reviews. Act as an assistant to Client Advisors on KYC perio

Hays - Hong Kong - Full time

Salary: Competitive

Your new company

A big investment bank in Hong Kong is currently hiring for a KYC Specialist! This is a 6-months contract with high potential for renewal or conversion to perm!

Your new role

This role will be an integral part of a collaborative team working alongside Client Advisors, Client Account Managers, Compliances and Operations. You will play a key role in maintaining accurate client profiles and facilitating smooth KYC periodic reviews.
  • Act as an assistant to Client Advisors on KYC periodic review cases across Wealth Management
  • Understand the bank's latest KYC requirements and support CA through KYC periodic review process
  • Handle case preparation by gathering and preparing documents relevant for KYC review, and other internal department
  • Facilitate exceptional handling on risk-based approaches and coordinate with Business and FCC for sign-off
  • Perform background check screening on clients, support Client Advisors with client profile setup, and gather corroborating evidence
  • Support Client Advisors and Client Account Managers in ensuring regulatory compliance of submitted materials from clients and Client Advisors
  • Manage KYC periodic review cases from start to finish, including client profile updates after consulting with Client Advisors
  • Perform KYC profile checking activities linked to KYC periodic review requests and ensure client KYC information consistency with quality checks


What you'll need to succeed

  • Experience in KYC periodic review/ AML compliance in wealth management/ private banks

  • Strong understanding of KYC regulations and processes

  • Fluent in Cantonese, English and Mandarin

  • Strong communication and interpersonal skills

  • Excellent attention to details and organizational skills

  • Able to meet tight deadlines and work under pressure

  • HK Local / PR


If you're interested in this role, send your CV to Sarah.Kaveen@hays.com.my now!
22762674
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